Insurance and Estate Analysis



Insurance and Estate Analysis

Our estate planning, risk protection, and wealth transfer strategies help protect and preserve wealth for clients during their lifetime and for generations to come.

Services include:

  • Business Planning: Document review, business and succession planning, corporate tax strategies, business overhead projections
  • Personal Estate Planning: Legal document and asset-ownership review, estate tax strategies, family estate planning (asset protection, charitable planning, and gifting strategies)
  • Special Needs: Generation of "Life Care Projections" for special needs individuals (considering future residential, educational, employment, recreational, medical, therapeutic, and other lifestyle needs)
  • Professional Collaboration: Tax and estate planning attorneys, special needs and elder care attorneys, accounting professionals
  • Insurance needs analyses

Other Practice Areas: